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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,118 | $117,846-42.2% | $102,434-33.5% | $145,884-53.3% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 21.87% | 31.90%-10.0pp | 29.46%-7.6pp | 551.85%-530.0pp |
| Employer contribution / active EE | $718 | $3,615-80.1% | $3,023-76.3% | $4,662-84.6% |
| Participant deferral / active EE | $1,783 | $5,733-68.9% | $5,055-64.7% | $6,690-73.4% |
| Admin fee / account holder | $4,622 | $13,356-65.4% | $9,462-51.1% | $13,392-65.5% |